Pantheon Macroeconomics

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Asia Key Issues

The Coronavirus Pandemic

Valuation and Affordability

11 Dec 2020 China's Money Data Show no Real Cracks in the 2021 Recovery Story

China's latest money and credit data continue to reassure the PBoC that its job to secure the economy's recovery is done.

Miguel Chanco (Senior Asia Economist)10th Dec 2020 18:10China+

18 Sept 2020 The Bank of Japan Still has Plenty of Room to Expand Covid Support

The Policy Board of the Bank of Japan yesterday kept its main settings unchanged, as widely expected. In another 8-to-1 vote, members maintained the policy balance rate and the...

Miguel Chanco (Senior Asia Economist)17th Sep 2020 19:10China+

26 May 2020 Goodbye China GDP Target, Don't Let the Door Hit you on the Way Out

We've suspected that China's GDP targeting system was on its last legs for some time now.

Freya Beamish (Chief Asia Economist)25th May 2020 19:10China+

15 May 2020 Japan's H1 GDP will be Horrible, Spread of Damage is Less Certain

Japan's GDP likely dropped by 1.1% quarter- on-quarter in the first quarter, even from the favourable Q4 base, when it fell by 1.8%.

Freya Beamish (Chief Asia Economist)14th May 2020 19:10China+

13 May 2020 Punchy Money Data for April Keep China's Recovery Hopes Alive

China's money data continued to improve in April, bolstering the economy's recovery prospects.

Freya Beamish (Chief Asia Economist)12th May 2020 19:10China+

1 May 2020 China's Benign Manufacturing PMI Masks Worrying Underlying Trends

China's official manufacturing PMI edged down to 50.8 in April, from 52.0 in March. The output sub- index stayed relatively high, inching down only to 53.7 from 54.1, and...

Freya Beamish (Chief Asia Economist)30th Apr 2020 19:10China+

13 Feb 2020 Japan's M2 Still Points to a Growth Slowdown, Regardless of the Virus

Japan's money and credit data have shown signs of life in recent months, but that's all set to change quickly, due to the disruptions caused by the outbreak of the...

Freya Beamish (Chief Asia Economist)12th Feb 2020 18:10China+

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